On Sunday, Nvidia chief Jensen Huang reiterated his outlook for the buildout of AI infrastructure. He told investors the industry will see $4 trillion in spending. Demand is running well ahead of supply, he said, and Nvidia's ceiling for growth is supply constraints, not demand. He predicted Nvidia would post revenue growth of 70 percent. He described the beginning of a supercycle in AI infrastructure investment. Huang also endorsed CoreWeave and Nebius. He dismissed claims of circular financing. He dubbed cyber security the next frontier for AI. His comments boosted South Korean security stocks.
Sources & References
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Jensen Huang: Nvidia's Growth Ceiling Is Supply, Not Demand - AI Infrastructure Investment Supercycle Has Begun - finance.biggo.com
Jensen Huang: Nvidia's Growth Ceiling Is Supply, Not Demand - AI Infrastructure Investment Supercycle Has Begun finance.biggo.com
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Nvidia's Huang rejects circular financing claims as investment scrutiny grows - investingLive
Nvidia's Huang rejects circular financing claims as investment scrutiny grows investingLive
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Jensen Huang forecasts 70% Nvidia revenue growth as AI demand expands - The Daily Star
Jensen Huang forecasts 70% Nvidia revenue growth as AI demand expands The Daily Star
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Jensen Huang Says Cybersecurity Is AI's Next Frontier-South Korea's SAND Lab Hits Daily Limit, Security Stocks Surge - finance.biggo.com
Jensen Huang Says Cybersecurity Is AI's Next Frontier-South Korea's SAND Lab Hits Daily Limit, Security Stocks Surge finance.biggo.com
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Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ - Chosunbiz
Huang touts AI cybersecurity, lifts South Korea security stocks - CHOSUNBIZ Chosunbiz